J.P. Morgan Selected by New York’s 529 Advisor Plan

New York’s 529 College Savings Program Advisor Plan currently has more than $1.9 billion and more than 125,000 accounts.

J.P. Morgan’s Advisor Plan
line-up will give advisers maximum flexibility to help clients tailor
investments to their individual needs. The options include actively
managed age-based options and asset allocation and single-fund
portfolios that leverage both active J.P. Morgan mutual funds and third
party Index and Exchange Traded Funds.

J.P. Morgan’s distribution network will allow New Yorkers to access the Advisor Plan
through multiple touchpoints, including the over 128,000 financial
advisers the firm has existing distribution relationships with, or any
one of Chase’s 1,000 branches throughout the state of New York.